+53.5%
MUR vs VT
+19.8%
+33.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +3.0% | +2.0% |
| 7D | +2.0% | -0.1% | +2.2% | +2.0% |
| 30D | +9.5% | -0.7% | +10.1% | +9.1% |
| 3M | +0.6% | +4.0% | -3.4% | +2.8% |
| 6M | +16.4% | +12.3% | +4.1% | +22.3% |
| YTD | +26.7% | +14.0% | +12.7% | +30.5% |
| All | +53.5% | +19.8% | +33.8% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling